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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,261 | $65,566-78.2% | $86,235-83.5% | $75,177-81.0% |
| Participation rate | 32.3% | 60.5%-28.2pp | 69.0%-36.7pp | 67.2%-34.9pp |
| Annual return | 19.66% | 46.07%-26.4pp | 1170.03%-1150.4pp | 160.75%-141.1pp |
| Employer contribution / active EE | $919 | $1,553-40.8% | $2,381-61.4% | $2,671-65.6% |
| Participant deferral / active EE | $1,442 | $3,023-52.3% | $3,987-63.8% | $4,126-65.0% |
| Admin fee / account holder | $3,071 | $5,470-43.8% | $6,856-55.2% | $5,651-45.7% |